admin@glamorganfinancial.com
Tel: (+44) 01443 222255
Fax: (+44) 01443 223227
Fax: (+44) 01443 223227
Impartial Advice and Quality Service
Our financial planning process
At Glamorgan Financial we provide independent, whole of marketplace advice to both Individual and Corporate Clients. We adopt the Financial Service Authority’s Treating Customers Fairly Principles and regularly review our client’s needs and objectives.
We provide a disciplined five step approach to our process.
Step 1 - Understanding You
A Confidential Client Information Document is completed to enable us to gain an understanding of your circumstances, goals, financial objectives and your attitude to investment risk. We will consider your existing arrangements as part of our financial review.
Step 2 – Needs Analysis
Having completed the fact finding exercise in step 1 we will discuss your needs and objectives in depth identifying and confirming your financial goals and objectives.
At Glamorgan Financial we provide independent, whole of marketplace advice to both Individual and Corporate Clients. We adopt the Financial Service Authority’s Treating Customers Fairly Principles and regularly review our client’s needs and objectives.
We provide a disciplined five step approach to our process.
Step 1 -
Step 2 – Needs Analysis
Having completed the fact finding exercise in step 1 we will discuss your needs and objectives in depth identifying and confirming your financial goals and objectives.
